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Factset

385 hedge funds and large institutions have $6.15B invested in Factset in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
-3
Holders Change %
-0.77%
% of All Funds
9.6%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
35
Increased
151
Reduced
132
Closed
29
Calls
$20.1M
Puts
$53.9M
Net Calls
-$33.8M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
326
WFG Advisors
Texas
$78K +$24.4K +147 +46%
DAM
327
Delta Asset Management
Tennessee
$74K
Simplex Trading
328
Simplex Trading
Illinois
$70K -$652K -3,993 -90%
SSB
329
Sandy Spring Bank
Maryland
$42K
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$40K -$316K -1,904 -89%
ASN
331
Advisory Services Network
Georgia
$37K +$37K +225 New
CG
332
Cutler Group
California
$36K +$36K +222 New
SPIA
333
Steward Partners Investment Advisory
New York
$34K -$6.96K -43 -17%
HNB
334
Huntington National Bank
Ohio
$34K +$13.6K +82 +67%
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.5K +$33.5K +203 New
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$33K -$18.2M -110,486 -100%
PCP
337
Proficio Capital Partners
Massachusetts
$33K +$24.1K +148 +269%
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$31K
SA
339
SpiderRock Advisors
Delaware
$26K
IWM
340
IHT Wealth Management
Illinois
$23K
FHA
341
First Horizon Advisors
Tennessee
$22K
GWM
342
Geneos Wealth Management
Colorado
$16K -$10.1K -63 -39%
ARMC
343
American Research & Management Company
Massachusetts
$16K
GAM
344
Gemmer Asset Management
California
$16K
TDC
345
Thompson Davis & Co
Virginia
$15K
HCM
346
Herndon Capital Management
Georgia
$14K -$34.1K -200 -71%
PA
347
Parallel Advisors
California
$14K +$3.42K +21 +32%
LNB
348
Ledyard National Bank
$13K
PFBT
349
Parkside Financial Bank & Trust
Missouri
$12K
GWS
350
Glassman Wealth Services
Virginia
$12K